Filed June 26, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3331424 | Accounting | $56,751 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $41,201 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $6,528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,727 | $122,042+35.8% | $184,243-10.0% | $74,429+122.7% |
| Participation rate | 92.8% | 85.5%+7.3pp | 86.8%+6.0pp | 67.2%+25.6pp |
| Annual return | 12.76% | 19.91%-7.2pp | 28.82%-16.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $4,940 | $4,538+8.9% | $6,427-23.1% | $2,625+88.2% |
| Participant deferral / active EE | $6,953 | $7,143-2.7% | $9,132-23.9% | $4,348+59.9% |
| Admin fee / account holder | $710 | $1,252-43.3% | $13,914-94.9% | $1,944-63.5% |